Fundraising Communications Toolkit for Board Members
Board members are uniquely positioned to tell your organization’s story. But many shy away from fundraising because they don’t have the right tools. This toolkit gives your board the content and confidence to engage in fundraising without feeling like cold-calling salespeople.
Why Boards Should Engage in Fundraising Communication
Their voices are trusted and authentic
They expand your reach and credibility
Their engagement shows shared ownership of mission
Engaging in fundraising doesn’t mean demand; it means storytelling, leadership, and connection.
Components of a Board Fundraising Communications Toolkit
Here’s what every board member should have access to:
1. Core Messaging & Case Statements
Simple impact statements: “We’ve served X people this year.”
Fundraising priorities: “This gift will support scholarships, expansion, or tech upgrades.”
Personal board-member messaging: “I serve because…”
2. Communication Templates & Samples
Personal email or letter templates
Social media post examples
Event or dinner talk scripts
Thank-you note guidelines
3. Impact Data & Visuals
One-page fact sheets and stats
“Before & after” stories
Infographics or visual assets
4. Calendar of Fundraising Opportunities
Campaigns, giving day, capital projects
Moments when board outreach is especially helpful
5. Donor Stewardship Ideas
Templates for donor updates and progress reports
Events or site visits donors can attend
Personalized thank-you message scripts
6. Training & Coaching
Offer a short workshop or role-play session on storytelling
Invite an experienced fundraiser or donor to lead a session
Use case examples so board members can practice
Tips for Board Members When Speaking to Donors
Lead with mission, not need
Focus on story, not numbers
Be authentic; share why you care
Ask open-ended questions (“What inspires you about this cause?”)
Always follow up with gratitude
How This Fits into Your Governance Strategy
Embed the toolkit in board orientation
Review it annually or before major campaigns
Encourage cross-talk: staff and board should share messaging and learning
Tie it to board giving expectations to close the loop
For more on board roles and involvement, see Board Member Responsibilities: What Your Board Should & Should NOT Be Involved In Easy Board & Committees
Takeaway: When board members aren’t left guessing what to say or do, they become powerful storytellers and connectors. This toolkit arms them with confidence—and amplifies your fundraising reach.
